WELCOME!
I want to congratulate you for making it here and taking the first step toward planning for everyone and everything you love. I cherish the opportunity to help secure what you love.
I look forward to learning your story, hearing what matters to you, and helping you to discover what's actually needed to keep your loved one's out of court and out of conflict when something happens to you (or them).
In one sentence, we help families and businesses avoid collapse after the death or disability of a loved one or business partner.
To find out more about how you can start on this important planning, you are invited to one of our upcoming events (check out the schedule below).
Or schedule a 15-minute free consultation, and speak with us personally about your family or your business.
If you are ready to jump right in and get going, you can schedule right online by clicking here.
You will see a few options when you click to schedule online. For a consultation focused on your family or trusts and wills, schedule your Family Wealth Planning Session. For a consultation focused on your business, schedule your LIFT Your Life And Business Planning Session.
Undecided?
That is totally fine. It is normal to feel a little uneasy about estate planning and business planning.
Many of our happiest clients started just where you are right now. But when they read the best selling book on estate planning for families, Wear Clean Underwear (I know, it's a funny name, right?), they felt more at ease, educated and informed about this important planning than they ever had before.
And they love the peace of mind that comes with knowing everything is set up the right way for themselves, their future, their loved ones, and their business.
I would love to send you a copy of Wear Clean Underwear: A Fast, Fun, Friendly – and Essential – Guide to Legal Planning for Busy Families for FREE as my gift to you for considering working with me.
Simply click here to request your free copy and it will immediately arrive in your inbox.
It's called "Wear Clean Underwear" because your mom always told you to wear clean underwear in case you were in an accident. But once you are a parent, there are important legal planning steps you need to take as well. By the way, the book gets 4.4 stars on Amazon.
We are celebrating caregivers this month!
You may not know this is an official holiday, but it recently was National Caregiver Appreciation Day.
There are 65 million caregivers in the U.S. alone, and if you are one of them, or if you have a loved one who is a caregiver, or if you have loved one taken care of by a caregiver, we want to celebrate and appreciate you.
Because you and caregivers deserve it.
And, as a caregiver with so many people counting on you, you know how important it is to get your estate plan set up right or reviewed if it has been a while since you first got it handled.
Did you know that unless your estate plan is set up properly and kept up to date it could cost your family as much as it costs you to buy a new car... or that your children could end up in the arms of a stranger... even if you have named guardians or have a will?
In honor and appreciation of your caregiving, we have a special “We Appreciate Your Care” promotion. If you are one of the first five caregivers, or someone who knows or relies on one, to book a Family Wealth Planning Session with us this month, we will waive our normal $750 planning session fee, plus we will send you out for a massage at our local massage place after you come in for your planning session – so long as you do your homework ahead of time, and show up for your planning session.
That's how we reward you for doing what you know you need to do anyway. We see that as a win/win.
To schedule your free Family Wealth Planning Session, simply call us at PHONE and say you want the “We Appreciate your Care” special or schedule online here and use the promo code CAREGIVERS.
Please schedule now because this special is limited to the first five individuals who make an appointment this month.